Patriot Financial Group Insurance Agency’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio ROAM Stock Details ROAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,200	Closed	-$24K	–	1623
2022 Q2	$24K	Hold	1,200	–	–	﹤0.01%	947
2022 Q1	$28K	Sell	1,200 -1,000	-45%	-$23.7K	0.01%	966
2021 Q4	$53K	Sell	2,200 -7,724	-78%	-$190K	0.01%	839
2021 Q3	$243K	Hold	9,924	–	–	0.04%	397
2021 Q2	$253K	Buy	9,924 +4,500	+83%	+$113K	0.05%	376
2021 Q1	$132K	Buy	+5,424	New	+$130K	0.03%	485
2019 Q3	–	Sell	-120,608	Closed	-$2.85M	–	1437
2019 Q2	$2.85M	Sell	120,608 -12,409	-9%	-$287K	1.23%	11
2019 Q1	$3.11M	Sell	133,017 -11,826	-8%	-$278K	1.6%	10
2018 Q4	$3.19M	Buy	144,843 +2,962	+2%	+$66.1K	2.1%	9
2018 Q3	$3.27M	Sell	141,881 -24,985	-15%	-$574K	1.95%	7
2018 Q2	$3.77M	Buy	+166,866	New	+$4.11M	4.03%	4

Other funds holding ROAM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RPG

Resource Planning Group Atlanta, Georgia $157M AUM 11.52% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ROAM Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Hartford Multifactor Emerging Markets ETF (ROAM) in Q3 2022, closing a stake of 1,200 shares — an estimated $24K sold.

Patriot Financial Group Insurance Agency first reported a position in ROAM in Q2 2018 and held it in 11 quarters. The position peaked at $3.77M in Q2 2018. 18 funds tracked by Wall St. Rank hold ROAM as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Hartford Multifactor Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,200 Hartford Multifactor Emerging Markets ETF shares in Q3 2022, an estimated $24K.
Patriot Financial Group Insurance Agency first reported a position in Hartford Multifactor Emerging Markets ETF in Q2 2018 and held it in 11 quarters.
Patriot Financial Group Insurance Agency's Hartford Multifactor Emerging Markets ETF position peaked at $3.77M in Q2 2018.
18 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.